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NGO ODOO PURCHASE & AI BILL EXTRACTIONOdoo ERP & AI Engineering PodOdoo Purchase Customization, WhatsApp RFQs & AI Bill Extraction

Catch Foundation: Smart Purchase Management on Odoo with AI Bill Scan

Catch Foundation compares vendor prices item by item, sends RFQs and purchase orders on WhatsApp, splits orders across vendors and reads any bill with AI, all in one Odoo purchase system.

Catch Foundation creates and restores green spaces: Miyawaki forests, green belts, urban and riverfront plantations. Steigern Tech engineered a smart purchase management system on Odoo to compare vendor prices item by item, send RFQs and purchase orders on WhatsApp, split orders across vendors, and read any bill format with AI.

Catch Foundation: Smart Purchase Management on Odoo with AI Bill Scan Project Thumbnail
Client
Catch Foundation, Tree Plantation NGO
Location
Ahmedabad, Gujarat, India
Industry
NGO, Environmental Conservation, Green Spaces
Timeline
8–12 Weeks
Engineering Pod
4 Verified Engineers (Odoo Specialist, Full-Stack, AI Engineer, QA)
Status
Live in Prod
01
L1 Marking
Item-Wise Lowest Price
Automated price comparison
02
1-Click
WhatsApp RFQ & PO Dispatch
PDF attached with quote return
03
AI Scan
Bill & Invoice Extraction
Photo, scan & PDF to structured rows
04
100%
Site-Wise Spend Auditing
Donor & audit reports per project
Operational Challenges

The Moment That Started It: Procurement Friction Across Plantation Sites

Catch Foundation creates and restores green spaces: Miyawaki forests, green belts, urban and riverfront plantations. Every site needs saplings, tree guards, drip lines, compost and labour, often from several local vendors at once.

Legacy Constraints: Quotes arrived as PDFs, photos and WhatsApp messages in every format. Someone typed them into a spreadsheet to find the cheapest vendor, the whole order usually went to one supplier anyway, and bills were keyed in again at payment time. Donors and auditors wanted to see why each vendor was chosen, and the answer lived in someone's inbox.
Identified Bottlenecks:
Quotes came in every format (photo, scan, PDF, WhatsApp) and were retyped into spreadsheets by hand.
Picking the cheapest vendor meant building a manual spreadsheet per request, leading to delays and oversights.
One request went to one vendor by default, even when other suppliers were cheaper for specific items.
RFQs and orders were sent by email and phone, and vendors replied late without centralized tracking.
Orders were placed without a recorded sign-off audit trail, risking unverified procurement commitments.
Spend could not be traced directly to an individual plantation site for granular expense attribution.
Donors and auditors asked for proof of vendor selection rationale for every project expenditure.
Steigern Architectural Solution

Custom Odoo Purchase Management with Multi-Vendor Splits, WhatsApp RFQs & AI Bills

Every purchase for a plantation project follows nine connected steps on Odoo, ensuring each order decision is based on compared prices and recorded for audit: material requests from site, 1-click WhatsApp RFQ dispatch, AI quote reading, item-wise L1 price comparison, programme head approval, automated multi-vendor PO splitting, site receipt tracking, AI bill matching, and real-time dashboard analytics.

Architectural Highlights:
Item-wise price comparison across vendors marking the lowest price (L1) per item with savings calculations
Material requests automatically splitting into separate purchase orders by best price
1-click WhatsApp RFQ and PO dispatch with attached PDFs and automated quote return into comparison
AI document extraction reading photo, scan, or PDF bills into products, HSN, quantities, rates, and GST
Dedicated To Approve governance stage requiring programme head sign-off before confirmation
Project-wise expense tracking tying every request, order, receipt, bill, and payment to a plantation site
Branded PDF reports generating price comparisons per request and purchase summaries per project or month
SYSTEM ARCHITECTURE WORKFLOW

Execution Architecture & System Flow

The end-to-end technical and operational workflow engineered for Catch Foundation, Tree Plantation NGO.

STEP 01

Material Request

The site team lists what a project needs, such as saplings, tree guards, drip lateral, vermicompost and pit-digging labour.

STEP 02

RFQ on WhatsApp

The purchase request goes as a branded PDF to every shortlisted vendor on WhatsApp in one click.

STEP 03

AI Reads Quotes

Vendor quotations in any format (photo, scan or PDF) become structured rows: product, HSN, quantity, rate and GST.

STEP 04

Price Comparison

Each item's lowest price is marked (L1), with vendor totals and savings against the average quote.

STEP 05

To Approve Stage

The programme head approves the decision in the To Approve stage, with every change and sign-off logged.

STEP 06

Multi-Vendor POs

The request splits into one purchase order per winning vendor, sent automatically on WhatsApp.

STEP 07

Delivery at Site

Receipts and physical deliveries are recorded and verified directly against the plantation project.

STEP 08

Bill and Payment

AI scans the vendor bill, matches it to the purchase order line by line and creates the vendor bill; payment follows.

STEP 09

Reports and Dashboard

Branded PDF reports and a live dashboard of spend by project, quotation and order status, top vendors and recent orders.

Catch Foundation: Smart Purchase Management on Odoo with AI Bill Scan — Flagship System Architecture
Catch Foundation: Smart Purchase Management System & AI Bill Extraction
Catch Foundation, Tree Plantation NGO — Login Page
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Catch Foundation, Tree Plantation NGO — Custom Dashboard
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Catch Foundation, Tree Plantation NGO — Price Comparison
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Catch Foundation, Tree Plantation NGO — Rfq Whatsapp Approval
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Catch Foundation, Tree Plantation NGO — Multi Vendor Orders
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Catch Foundation, Tree Plantation NGO — Whatsapp Purchase Request
catch-foundation Screen 06
Catch Foundation, Tree Plantation NGO — Pdf Purchase Reports
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Catch Foundation, Tree Plantation NGO — AI Bill Extraction
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Catch Foundation, Tree Plantation NGO — Process Flow
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Catch Foundation, Tree Plantation NGO — Features
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THE DELIVERY BLUEPRINT

How Steigern Architected & Shipped This Solution

A battle-tested 4-phase agile delivery model combining architectural discovery, rapid prototyping, production hardening, and zero-downtime transition.

01

Architecture & Discovery

Deep-dive technical workshops, system schema profiling, API audit, and non-functional requirements (NFRs) specification.

02

Agile Pod Sprint Delivery

Bi-weekly deliverables with working builds, automated unit/widget testing, CI/CD testflight builds, and daily asynchronous standups.

03

Hardening & Benchmarks

Chaos engineering, concurrency load tests (JMeter/k6), memory profiling, vulnerability scans, and offline resiliency validation.

04

Zero-Downtime Rollout

Canary deployment, multi-region database migration, telemetry alerting setup, staff runbooks, and 24/7 post-launch SLA support.

PROBLEM → SOLUTION TRANSFORMATION

The Real Problem vs What The System Does

A direct 1-to-1 comparison between operational bottlenecks and custom software capabilities engineered for Catch Foundation, Tree Plantation NGO.

The Real Problem

Quotes came in every format and were retyped by hand

What The System Does

AI reads any quote or bill (photo, scan or PDF) into structured rows: product, HSN, quantity, rate and GST

The Real Problem

Picking the cheapest vendor meant a spreadsheet per request

What The System Does

Item-wise price comparison across vendors marks the lowest price (L1) per item, with vendor totals and savings against the average quote

The Real Problem

One request went to one vendor, even when others were cheaper for some items

What The System Does

One material request splits into separate purchase orders, each item going to its best-priced vendor

The Real Problem

RFQs and orders were sent by email and phone, and vendors replied late

What The System Does

Purchase requests and orders go to every shortlisted vendor on WhatsApp with the PDF attached, in one click; vendor replies and quotes come back into the comparison

The Real Problem

Orders were placed without a recorded sign-off

What The System Does

A To Approve stage: the programme head approves before an order is confirmed, and every change is logged

The Real Problem

Spend could not be traced to a plantation site

What The System Does

Every request, order, receipt, bill and payment is tied to a project, with project-wise expense reports

The Real Problem

Donors and auditors asked for proof of vendor selection

What The System Does

Branded PDF reports: price comparison per request and purchase summary per project or month

ENTERPRISE TECH SPECIFICATION

Production Technology Stack

Every library, database engine, and infrastructure provider was audited for latency, stability, and zero vendor lock-in.

ERP & Core Platform

Odoo 18/19 EnterpriseOdoo PurchaseOdoo InventoryPostgreSQLPython Backend

Custom Odoo Modules

Price Comparison EngineMulti-Vendor Order SplitTo Approve Governance StageProject-Wise PurchasingQWeb PDF Reports

AI & Document Extraction

AI Document ParserOCR Vision PipelineLine-by-Line PO MatcherHSN & GST Tax Normalizer

Messaging & Integrations

WhatsApp Business Cloud APICustom Executive DashboardRole-Based Branded LoginAudit Trail Logging
PRODUCTION RESULTS & ROI

What Changed: Transparent, Optimized Procurement for Tree Plantation Sites

Catch Foundation eliminated manual spreadsheets and disjointed communication, achieving fully transparent, audit-ready purchasing across all plantation sites.

Every order is placed on compared prices, with the lowest price per item marked automatically (L1).
One request can be ordered from several vendors at once, so each item goes to its cheapest supplier.
Vendors receive requests and orders on WhatsApp and reply faster, with quotes returning directly into comparison.
Quotes and bills are no longer retyped: AI reads them and checks bills against the purchase order line by line.
Spend is tracked per plantation project, and donor and audit reports are one click away.
The 'To Approve' governance stage ensures programme head sign-off with an immutable change log on every PO.

Shipped Project Deliverables & Handover

Custom Odoo Purchase & Inventory Implementation
Multi-Vendor Price Comparison Matrix with L1 Marking
Multi-Vendor Split Purchase Order Engine
WhatsApp Business Integration for RFQs & Orders
AI Quote & Bill Extraction Pipeline (Photo, Scan, PDF)
Line-by-Line PO Bill Matching & Auto-Creation
Project-Wise Expense Accounting & Reports
Branded QWeb PDF Reports for Donors & Auditors
Custom Executive Dashboard & Spend Telemetry
Role-Based Branded Login Portal
FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions

Essential operational and architectural answers regarding the system engineered for Catch Foundation, Tree Plantation NGO.

In this system every quote for a request sits in one comparison table. The lowest price per item is marked, savings against the average quote are shown, and the approved decision is logged for auditors.
PORTFOLIO EXPLORATION

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